Offerin' Real Estate Insights

Listen Before You Buy Another CRM Tool: Stacey McVey on Choosing the Right Real Estate Software

• OfferIn.io • Episode 12

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Buying more software won’t buy you more time, especially when your CRM looks more like a cluttered closet than a command center. 

In this episode of the Offerin Podcast, coach and real estate strategist Stacey McVey returns to drop truth bombs on the epidemic of tech overload in real estate. Spoiler: It’s not the ai tools or marketing automation that make or break your business, it’s knowing which ones actually fit your strategy.

Darrin and Stacey dive deep into what happens when real estate software becomes a distraction instead of a solution, why some CRM tools are better left unopened, and how to stop drowning in monthly software expenses. You’ll hear why most agents are using ai for real estate all wrong (MLS descriptions, really?), and how to actually use AI as your collaboration partner, one that boosts your workflow efficiency instead of just generating bland copy.

Whether you're scaling a team or still closing deals solo, this conversation tackles how to:

  • Build smarter agent workflows
  • Prioritize tasks using time-tested task management frameworks
  • Use AI to manage your calendar, plan your day, and even analyze market trends
  • Deliver a consistent, stress-free client experience without losing the personal touch
  • Audit your tech stack to finally streamline systems and ditch the bloat

It’s real estate coaching meets business therapy with just enough sass to keep you entertained.

If you're ready to take back your time, spend less on tech, and actually make your tools work for you, this episode is your roadmap.



👉 Discover how Offerin helps agents win more deals, save time, and look like heroes to their clients. Visit Offerin.io to learn more or schedule a demo today.

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Darrin Grella: Most agents buy software thinking it'll fix their problems. But Stacie here says that we're doing it backwards. So we're going to ask Stacie why we're doing it backwards. So we welcome you back for another awesome conversation with Stacie McVey. Part two. You know, the Offering podcast. Here we talk about real stories, real solutions to real problems in the world of real estate. So yeah, looking to dive in with Stacie here today and for a part two conversation. Stacie, welcome back.

Stacie McVey: And thanks for having me.

Darrin Grella: Yeah. Why are agents doing this thing backwards? This technology thing?

Stacie McVey: Because it's so fun to look at. It's fun to learn about. It's fun to hear what's new. That guy's using it. So if I use it, I can be successful. Like, the attraction is real. Technology is fun. You look at how technology is, you know, basically shown up in every aspect of our life. And so it becomes easier and easier for people to get distracted by it. And that's what's happening in real estate.

Darrin Grella: Interesting. So we chat a little bit pre-show. And you mentioned that agents like are over-investing in tools. They're draining their pockets because it's like, oh, it's only, you know, $19.99, $13.99, $29.99, and then you have all these tools, but it's not actually selling them more houses. Like what's going on? What is happening here? Because technology is great.

Stacie McVey: It is great. It is great. And as we mentioned, pre-show, like when I started, you know, we were doing everything in person and it was so much more time consuming. And so now that we can do so much with leverage through technology, it's like, well, more must be better. Like, I'll just do this thing and I want to do this thing and I want to do that thing.

So there's an application for every one of those things. And come on. $9.99, $12.99, you know, we're just not tracking our money. And it's just what we find among real estate agents. We're just not awesome at tracking our expenses. We're awesome at saying yes to things and being distracted. We're not always good at holding ourselves accountable to the expenses that we're running, and there's just becomes this bloat.

So you start with whatever your core technology solutions are. Maybe those are offered by your broker.

Darrin Grella: What CRM, your…

Stacie McVey: Your CRM, maybe you've got a CMA creation tool. And when you're new, you're like, cool, I'm joining this broker because they have this stuff. And then you get in there and you're like, this stuff sucks. This doesn't look like me, you know, it's too corporate or it's too this or that. And so then you start looking to customize and this is where it starts, where one little thing and then you add another little thing. And these things don't necessarily integrate and play well in the same sandbox.

But you just keep adding log ins. Now add to that you've got a real estate agent who the vast majority, I would venture, have some ADHD tendencies. I'm not saying you are the thing. I'm saying you have some of these attributes that make it difficult to button down and actually have a predictable workflow that you're going to follow each and every time. So you've got 12 different logins to now get a CMA done because you have your login for your eye that's going to do it. You have your login for your MLS to pull your data from. You have your login to Canva because you want to add the cover. But I mean, it goes on and on and on. And before you know it, steps are getting left out and 12 months have gone by. You haven't even logged into the thing. And that's that's where it starts. And it can get really, really frustrating for people.

Darrin Grella: Yeah. So what should we do?

Stacie McVey: Stop doing all the things.

Darrin Grella: Stop doing the things. I love how you said technology bloat. Thank you. It is.

Stacie McVey: Bloat. It is bloat. More isn't more. There are certain things that we could be using that create more leverage than others. And our unwillingness to learn skills, like with AI. And you just go out and you buy all the AI apps rather than learning to actually work with AI. That's a great example. So I have ChatGPT Pro or whatever they call it. I pay 20 bucks a month for it, and I can do almost everything that you can do with your ten AI apps. Right? And I'm also learning something in the meantime. So everybody wants things done for them. There is beauty in knowing why you need it and how it works and how it integrates with these other tools. So having the tech stack that is perfect for your strategy and your business is like priority one. As you look toward 2026 and really optimizing.

Darrin Grella: How help myself and agents out there understand, like, how do you know which ones, like how do you know which which part of your what are you adding your tech stack that's going to make you more efficient? What how do you is there a mental filter that you can add to that to say, hey, here's this one's good for me, this one's bad for me, as opposed to the next shiny thing?

Stacie McVey: Yeah. So you have to know yourself first. You know, I admittedly I coach people all the time that will come right to the table and go, look, I am completely tech challenged. I don't know how this works, but I think I need this thing to be successful. You might not. So know yourself, know your business. If your market says that if you sell 10 to 15 units based on your average sale price, you're going to make a great living. You don't need the end all, be all CRM.

You could probably run that business off a spreadsheet, and I know everyone's going to bristle when I say that, because it's not supposed to be that way. But it is. If all you're doing is cranking 10 to 15 units a year, you have no business spending all of this time and all of this money building and trying to scale this technology stack. That's maybe appropriate for someone who's running 75 to 100 deals or more per year, or working with team members or something like that. Those are very different technology solutions, and it's okay to scale back and and go to basics on some of these things rather than, you know, it's like having the keys to a Ferrari and not knowing how to drive. You know, it makes no sense.

Darrin Grella: That's interesting because when you think of scaling back like, I'm missing out, that's that's to me what what I, what I feel like somebody would be missing out.

Stacie McVey: They would be missing out on overwhelm. And, you know, having just run trainings that are never going to move, they're busy. Right? They would be missing out on some things, but nothing that is going to keep them from being successful, I promise.

Darrin Grella: Right. So, yeah, I've, we've seen it and just our user profile and like, there's an agent that'll sign up for it and then like 3 or 4 months later, use it or agents that maybe use it and, you know, they don't have that many listings throughout the year. So like, our ideal customer for Offering is the one that's doing a lot, not just with their, you know, a part time real estate agent that just does that for a few hours a month. That's not our ideal customer, but the ones that are scaling a business, maybe teams, maybe a someone that we have a grouping it's interesting of like, people doing, fixing flips, you know, investment properties, but also do real estate and they're part time real estate agents, but, you know, maybe sell 6 to 10 houses a year, but love the tool because it's like they can be on a jobsite doing their thing while the technology managers speak to that.

So what technology should someone use? Are you anti-technology them?

Stacie McVey: No, I love it. Okay. I love all of it.

Darrin Grella: Knowing you, that is the answer I expected.

Stacie McVey: I love all of it.

Darrin Grella: Oh, does an agent know which one to use? You say, okay, know thyself, know thyself.

Stacie McVey: You know the business that you're building. How many units do you effectively need to sell, or are you trying to scale up into, number of units tends to be the measurement, not how much money you make or how much volume you have. Because when we're talking about technology, what we're talking about is workflow and efficiencies and workflow. So how many how many times do you do the darn thing? Yeah. And and where are the leverage points in there?

Where are the points when the nature of how we do what we do, it's chaotic? Sometimes I have five minutes to tell someone how to prepare for a home inspection. Sometimes I have 30 seconds to tell someone. So how can I leverage technology so that I am building a consistent experience for the client, anticipating the parts where they're going to get a little anxious? And what could I deploy in those moments with the help of technology to kind of smooth out, you know, that experience, inform, educate for sure? Those are kind of the things that I'm looking at more than I'm looking at. It's going to make me however much money per year. I'm looking at saving time and increasing the experience for my client.


The Role of AI in Real Estate

Darrin Grella: Awesome. Yeah, that's kind of what I was hearing from what you're saying, time efficiency, client experience. And then the third thing is, still at the core of this technology is the real estate agent. So. So you need to stay the rock star, right? The agent needs to stay that that, quarterback, if you will. Are there technologies that replace an agent because you hear these these, I guess these, thoughts that technology is going to replace the real estate agent? Yeah. All right. What's your take on that?

Stacie McVey: I'm going to say an emphatic no.

Darrin Grella: I know. I believe you, by the way.

Stacie McVey: Yeah, I agree with you. I there's always going to be that element of human touch that's required in times of great stress. I'll give this analogy. So I go to the doctor. Now I have my chart and I got to talk to the doctor for 3.2 minutes. And now he knows all about me. Right. This is true. Story just happened.

And he's like, okay, come in and have a blood panel. You do the blood panel. I get the results on my chart. Now, you could argue that that's great technology, but I got the results before my doctor could put those in context for me. So, you know, I'm I'm looking for something in particular from those results. Am I falling within norm for what I'm worried about? Am I not following it? You know, now I got to wait to hear from that. Well, he'll call you if there is a problem. Great. My experience is a patient right then in there is awful. I'm stressed out. I'm anxious. I'm now I'm now taking my my chart and putting it into ChatGPT just because I can't wait to have that context brought to me about what's actually going on.

It's the same thing in real estate. You need the human to provide the context. What technology does is it should be replacing those administrative things that are not enhanced by you having your DNA on them. That's where Offering comes in. My client's experience isn't better if I do that net sheet myself. If I, if I put that multiple offer spreadsheet in myself, I would argue it's probably less of a great experience for my client at that point with Offering, it's all going in simultaneously. They can be notified the same time I am. I don't have to worry about did I miss something because I'm loading the hockey gear in the back of the car? You know, it allows me to be more consistent. So the technology that I'm introducing, it marries well with my vision for my business, and it marries well with that. That offer of quality service that I'm promising when I'm asking someone for their business.

Darrin Grella: So the agent stays at the center.

Stacie McVey: Yes.

Darrin Grella: Finding tools that are efficient, that are going to make you more efficient, that can maybe take some of those administrative tasks away and improves client experiences. Yeah.

Stacie McVey: That's it. That's great. That's it right there. Yeah. If I can do those things, you need it in your life.

Darrin Grella: What if it can't?

Stacie McVey: Yeah. Get rid of it.

Darrin Grella: Get it. All right.

Stacie McVey: But it used to be looking at your bank statement at the end of every month. I make my coaching clients do this. They know the drill. You know, about the first week of the month we have our call and we get on and everybody has to bring their bank statements. And we go through and we say, what reoccurring charges do you have? You know, how is this really adding value to your business? And maybe it's something that will add value eventually, but you've scaled too quickly. You know, you still haven't built the foundation to the house and you're, you know, looking at slate shingles, it's just, you know, someday you'll be there. But right now, there's beauty in staying really small and getting really good at those core technologies in a tech stack.

Darrin Grella: Right. I could probably talk for another hour on some of those things specifically, like the types of of tech, and you mentioned scaling lead gen, type type tools are really interesting to me. Like that's such a market. Like, you know, if you compare like our offer management system, there's a couple of them out there. Not many, but versus a lead gen thing. And there's, it's a 5 to 1 ratio lead gen softwares to like, like a, even transaction management is like 5 to 1. So there's so many, like you were saying before, so many technologies out there that promise to make you more efficient. So yeah, well, I would love to dive into that, but we're going to move on to AI. So I would love to give you another.

Stacie McVey: Three.

Darrin Grella: Out of three hours. How are you seeing agents use AI?

Stacie McVey: Poorly. Oh, in a limited fashion. I recently taught a class in Charlotte, North Carolina, and we went around the room and I said, how many of you are using AI in every hand shot up? Sure. And then I said, what are you using it for? And I got two answers. And the number one answer by, by a vast majority was, I'm using it to write MLS descriptions, right? The bane of everyone, everyone in real estate services is they just cannot stand writing those MLS descriptions. I get it, you know it. No matter how good you think you do it, the real the agent's got something to say about it. On the other side, the owners got something to say about you forgot to say this or that.

So? So they went to that pain point first, and then sometimes they use it to write an email. And the sad part is that is such a limited view of what I can do for you in your business. If you've ever thought I needed a virtual assistant, I can replace that for you and I think there's a much broader conversation that can be had about what it can do for a real estate agent.

Darrin Grella: I love to just scratch the surface of that broader conversation from your perspective, from you personally and also all the agents you're coaching, what what are maybe just the the top way you can use AI beyond writing MLS descriptions, beyond writing emails?

Stacie McVey: Yeah, use it as your collaboration partner. Use it to vet out whatever it is your planning you're thinking about. Use it for research for what you're planning and thinking about. So you're you're testing your idea before you try it out there. I told you before, I'm kind of the ready, fire, aim girl. I slow that down and then I can have that conversation with chat in such a way that I can see gaps in my thinking. I might see more opportunities. So learning to use it as a thought partner for me has been the biggest game changing thing that I've implemented in my business. I would argue over the 32 years I've been doing this.

Darrin Grella: How about, put some skin on that? Like give me a live example of how you use it, in real life. So today you're going to go out and how do you use it as your thought partner? I mean, example.

Stacie McVey: So I'll give you an example everyone can use. And we're all trying to get control of our time. And it's really controlling ourselves and task management. It's a challenge. And so having your just your brain salad, if you will, all those things that you need to get done. If you dump those into AI and you use a prompt to prioritize those and go down through those tasks with an estimate of how long it will take you to do those things. So is it 15 minutes? Is it ten minutes? Is an hour and a half? Like, how long would it really take to effectively, you know, check that box and get that task off your list? So you go down through it, you dump all that stuff in and then you ask it to prioritize it. I use the Eisenhower quadrants.

So Q1 being important and urgent, right? That lead gen for a real estate agent would be important and urgent. Negotiating a contract. Then we have important but not urgent those CEO kind of minded things that we need some time and space to think about. But they're not urgent. They're not necessarily time sensitive. Like no one's showing up at our door saying, why isn't this done? And then you've got, of course, urgent but not important. That's what lives in your email and your text message app and all of those things. And then, of course, you've got all the rest that fall in quadrant four. So I actually ask chat to go down through my brain salad sorted all out and tell me what quadrant do these things fall into? And then I ask it to refine it with me one by one.

So we go task by task and I vet it so that I know that when I actually like launch off to my day or my week, then I'm spending time on the right things. And I'm not just doing mindlessly. Having AI is your thought partner on that can make an incredible difference. You can even screenshot your calendar and upload it into chat, and ask it to evaluate how much of your time is spent in which quadrant. Now, a lot of people aren't taking the time to do that. Sitting there like, sure, I'm I'm busy, man. I'm killing it. And it's like, when's your next deal closing? I don't have anything in escrow. You know how many days are going to go by where you're going to say how busy and tired you are and you're not working on the right things. So there's just a little way to use. AI is a thought partner to bring yourself into alignment and create a little bit of self accountability. Just by doing that, at least I would. I would argue once a week you can do it more often, depending on how dedicated and regimented you want to be with it.

Darrin Grella: It's great. How do you train or help an agent that might be intimidated by it?

Stacie McVey: That's a great question. How would I help you? Probably by starting with something really small and simple and letting you see how it is a conversation. is is an about being trained, knowing the right thing to put in. There are ways that you can add, commands to prompts so that it's it's a refinement over time. It's a brainstorming session. It's a collaboration. It's not a you need to know the right thing to put in, to get out what you want. That's unicorn hunting. At that point. We're not going to do that. Even if you buy a prompt from someone, there's no guarantee that what you get out is going to be exactly right the first time. But understanding and teaching the conversation that can go on in the refinement process. And then at the very end of all of it, when you have what you wanted, asking it to create the prompt for you to deliver that same result the next time, it's perfection.

Darrin Grella: Yeah. I feel that's you we have so many AI features that were planning on rolling out, but like we feel sometimes that there's a, an intimidation from the agent and also their client. They don't want to like overwhelm their client with all this AI stuff. And right now I think we're, we're decent at seeing the difference between a real person, an AI person or AI agent. But over time, you know, here in the in the near future, I predict that we're not going to know the difference. It's going to be very fluid. So we've looked at a lot of different tools and the AI space, you know, when you're talking to an agent, they're slow. They're like, you know, they may pause for a few minutes like or a few seconds before they actually respond to to your question. But it's all about data and the time and the money.

So the agents that talk like you and I right now, they're, they're out there, right? They're out there. So, you know, there's opportunities and ways to use that in customer service and virtual assistants that we can talk to our AI so that you can be intimidating, can be overwhelming, or kind of like the early adopters. I would say we're still at the very beginning of this. It's not going away. No, not going away. In fact, we need to learn how to adopt it. And that's, I'm glad that we we, are scratching the surface on this conversation. You gave us some practical, practical, examples. Thank you. So, you know, from today on onward, what technology or AI systems do you believe will be the game changers in the coming future for real estate, specifically?

Stacie McVey: There's so much out there right now, and AI is really being talked about and what it can do to generate video without you actually having to be on video or your voice and everybody's talking about how I can replace them in some way, shape or form. It's the thing they're most afraid of, but it's the thing they want to talk about most. You know, it's it's an interesting thing, I think, where the biggest opportunities lie is in our ability to gain insights from data as being rookies, you know, when we're going in and we're trying to do a market study, we're able to now, you know, access all of these things that if we were, you know, two years ago, just spread all these printouts over on the table, it's very difficult to see the trends, to see the gaps, and to understand what's going on unless you've been in the business a really long time, it's not the same anymore.

I can upload so much data, into AI and get so many more insights and just ask questions like, how does this, you know, recently I was looking at a luxury property. How do luxury properties on the West side and those west side counties compare to the market of luxury properties on the east side? Those people are coming from out of town. They're looking they have a price range. Why do they tend to gravitate here and not there when you're when you're looking at, you know, just sort of making sense of it all for a real estate agent that can be very time consuming. And I think you're going to see a lot of movement there. And I think you're going to see, people be better equipped to advise their client. So having all these different data sources, you know, bringing it all together. Yeah.

Darrin Grella: Yeah, it's pretty amazing. Yeah. How about bold predictions over the next five years? What's that look like? Any any thoughts that you've learned, conversations you've had? Like what? What is I in technology? How does it impact real estate?

Stacie McVey: I think our ability to market is going to get easier. I think it's going to get better. I think, being able to bridge that gap between I have a vision for what I want for this marketing and then what actually comes out the other side of it. You know, usually there's a skill set that has to be, you know, in the middle of that. I have a lot of people with really great ideas, but they can't affect the outcome because they lack that skill set in between. I think AI is going to fill in that, that skill set in between where you are now and where you want to be.

How cool would it be to say, I want a workflow in my CRM that does this, this and this? And it was as easy as just, you know, casting it out like that and then having AI be able to make those changes inside the program for you without you having to become a PhD at that particular piece of software, or hire a consultant to do it. So I think implementation will become extremely rapid. Because you will not have to know how to do all the things yourself.

Darrin Grella: I would argue our tendencies are still going to be there. Yeah. Right? So so my tendency to approach is different than someone else has a tendency approach. This situation. And I think it's going to give those that have superpowers even more superpowers, because now they're able to collaborate with a really intelligent person that has billions of documents, you know, backing them up. And they can, you know, you'll think differently. But their actions are those that kind of capture it and find their, their workflows, find their efficiencies in it, I think will be even better.

I think at times for people that, you know, call lazy, you know, they, you know, people that want to be lazy and think that they can get more just by, hey, I'll just, you know, do some ChatGPT or it'll make me money. I think those people will struggle, right? Unless you. Because the work ethic still has to be in the human. The human touch, which you're speaking of before, still has to be there. So that's cool.

Stacie McVey: Well, it's if you're just checking things into chat and you're, you're seeing what you're going to get back out, it's going to be really vague, really general. It's not going to sound like you. You have to put in the time so that it's a refinement of your thoughts. It's not a replacement of your thoughts, you know. And that's that's the key.

And I think that when you it's good, when you start working with it, sticking with that refinement process, not just like, okay, this is the second time I've asked it to rewrite it or make these changes. Or it's asking you ten questions in a row will slow that down. Ask me the questions one by one. That little tweak can change the outcome significantly, because the next question it asks will be predicated on how you answered, rather than just shooting out a list of ten questions to gain clarity about your brand voice, for example. So understanding how to slow it down, understanding how the refinement process in and of itself is genius. And that's where you get to the good stuff.

These little shortcuts that are in different software applications that we use. So for example, like in our PR, which is a program every realtor pays for and almost no one uses, but they all should. When you're in there, there's an AI component, can write video scripts for you, can write blog posts for you. Come on, that's part of the job. Yes, you could take it out of there and you can paste it into your landing page for your blog, on your website and in my opinion, that's about as lazy and half assed as it gets. There you go. But when you bring your humanity into it and then you, you take that, little, I generate a blurb out and you put it in ChatGPT with your voice, and you refine it and you bring context to it. Now you've created really something amazing. And that's where we need to get to as agents.

Darrin Grella: Refinement, not replacement, is good. Absolutely like that. All right. Rapid fire round. You're ready. Now, just to preface, I didn't give you any of these questions.

Stacie McVey: No you did not. Sure.

Darrin Grella: So I'm just curious on how fast thinking you are. You're you're a fire. Then then. Right. Ready. Aim. Fire in your fire. Ready! Fire! Aim!

Stacie McVey: Yeah. So let's see what's going to come out of my mouth.

Darrin Grella: What's your favorite book?

Stacie McVey: Atlas Shrugged.

Darrin Grella: Favorite quote?

Stacie McVey: Be where your feet are.

Darrin Grella: Oh. That's good. Someone who inspired you in business.

Stacie McVey: My parents, parents. They own several businesses and were entrepreneurs. That's all I saw. I no one ever worked a day job. Day job in air quotes at my house. So very entrepreneurial upbringing.

Darrin Grella: Awesome. That's why your mind works the way it works.

Stacie McVey: Maybe.

Darrin Grella: Yeah. So how about this? If you didn't do real estate, what would you be doing?

Stacie McVey: I would be a teacher of some sort. I really love pouring into people and watching light bulbs. Come on, that's cool.

Darrin Grella: What age? What age bracket do you like? Adults? Adult learning.

Stacie McVey: Yeah. I've got, technology skills to, English as a second language. Students. That was probably my favorite group of people did ever teach. And, I do love curious adults. And adult learners are fun.

Darrin Grella: So if you were to start over as knowing you still have all the knowledge, but you were to start over as a new agent, what's the first thing you tell yourself?

Stacie McVey: Build the database. Build the database. It is boring and it sucks. But build the damn database. It is the cornerstone of your entire business.

Darrin Grella: Awesome. I have to ask everybody, Coke or Pepsi?

Stacie McVey: I'll say it depends.

Darrin Grella: Oh, really? Never had that answer. Really?

Stacie McVey: It really. It really depends.

Darrin Grella: Very clear in my mind.

Stacie McVey: Is it really clear? What? Yes. No, that's incorrect. If you're eating pizza, anything greasy, it's got to be Pepsi because it's not quite as sweet. Okay, but Coke is definitely the choice. If you're. If you're not doing that, if you want something sweeter, I think it's coke. Coke float for sure. Oh, or Dr Pepper.

Darrin Grella: Oh, there you go.

Stacie McVey: But yeah. To pet it depends.

Darrin Grella: Puppies or cats or puppies? Okay.

Stacie McVey: 100% rescue puppies. If you can't.

Darrin Grella: That's great. Yeah, well, Stacie, this is truly been gold. Thank you. You know, if people listening, want to dig deeper, get coaching, start using AI more wisely. Love for them to connect to a Stacie. I'm sure you'd be happy to have a conversation with folks. So, Yeah. What's the best way for listeners to, connect with?

Stacie McVey: You leaning into that Instagram? So real talk McVay on Instagram. Every Wednesday we host an Ask Me Anything session at 1 p.m. eastern time. Anyone can join in if you're stuck on something and you have a question, you want a second opinion on something different approach or script? Really, it runs the gamut. We talk about a little bit of everything on there, including AI. Great. So if you're, you know, inclined to try us out, it's a great way to kind of access that.

Darrin Grella: So at realtor McVay and that's MC V. It is. All right. Awesome. Wonderful. Thanks so much for being here. And you've been a great, great guest.

Stacie McVey: Thank you.